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Katy Gordon
Katy Gordon
About
Katy is an Associate Financial Adviser at The Private Office, working from our head office in Leeds and serving clients across the North such as Manchester, Lancashire and Yorkshire. As a Diploma qualified Financial Planner, she provides structured and personalised advice to help clients achieve their long-term financial goals. By utilising detailed cashflow modelling, she demonstrates the tangible value of financial planning, helping clients clearly understand how their current decisions shape their future outcomes.
Katy’s experience covers retirement planning, pension accumulation and decumulation strategies, cashflow modelling, and investment advice. In addition to supporting clients with ISA planning and tax-efficient investment structures, she ensures portfolio construction is aligned to their attitude to risk and capacity for loss. She also advises on inheritance tax planning, intergenerational wealth planning and protection arrangements to ensure financial resilience alongside wealth growth.
A central focus for Katy is simplifying complex financial decisions, as she believes financial planning should provide clarity and confidence, especially during periods of market uncertainty. By combining technical analysis with clear and straightforward communication, she aims to ensure clients feel informed, in control and empowered to make sound financial decisions.
Building on a career that began at St. James’s Place, she developed a strong foundation in client servicing and wealth management. Since joining TPO she has been recognised by winning the Emerging Talent Award at the Young Financial Planner Awards 2025.
Outside of her work, Katy enjoys going to the theatre and trying out new restaurants, as well as exploring different parts of the UK through Airbnb stays; she has well and truly scoped out the beauty of the North and is on a mission to discover more hidden gems in the South. Attending spin classes and staying active helps to balance her love of baking. More recently, she's taken up knitting as a way to relax.
Areas Of Expertise
- Retirement planning
- Cashflow modelling
- Inheritance tax planning
- Protection planning
Qualifications
- Diploma in Regulated Financial Planning
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice and Dealing
Locations covered
You can meet us face-to-face in our offices, over a video call or in the comfort of your own home. Katy works from our office in Leeds and has clients in areas such as:
Leeds new adviser locations
Leeds new adviser map
- Harrogate
- Ilkley
- York
- Sheffield
- Wakefield
- Doncaster
- Nottingham
- Derby
- Manchester
- Liverpool
- Lancaster
- Newcastle upon Tyne
The FCA regulates and oversees the conduct of more than 50,000 firms in the UK, which provide financial advice, products and services to retail clients and private investors.
You can view Katy's personal listing in the Adviser Directory by visiting the link below, which confirms they are authorised and qualified to advise you.
All the Advisers at TPO undergo a rigorous in-house training and approval process in accordance with the FCAs guidelines. We are regularly re-assessed and checked to ensure our competence and conduct is of the highest standard for looking after our clients.
You can check their qualifications and credentials by visiting the Personal Finance Society.
The Private Office is a Chartered Financial planning firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.
This sets us apart from other financial advisory firms and demonstrates our commitment to the industry and our vision and values - to protect and grow our clients’ wealth through a service built on the foundations of integrity, confidence and partnership.
At a glance
- Diploma qualified financial planner
- Working in financial planning since 2021
- Winner of the Emerging Talent Award at the Young Financial Planner Awards 2025
Awards
Winner of the Emerging Talent Award at the Young Financial Planner Awards 2025
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries and our in-house specialists can help with matters such as safeguarded benefit pension transfers, long-term care or equity release. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.